AutomotiveCloudWatch

Independent analysis · Automotive · Manufacturing · AI · Physical systems

For leaders shaping the future of automotive, manufacturing, AI and physical systems.

I write AutomotiveCloudWatch: the signals that matter, before they become obvious. Each analysis takes one real signal, a filing, a deployment, a standard, and turns it into the decision it forces.

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7Sections
93Posts published
36Topic tags

Newest piece

Zonal Architecture [Explained]

The shift that lets software run the car is, underneath, a story about copper, fuses and who builds the boxes.

Latest from the desk

What published most recently.

Research archive →

Physical AI

The Robot Economics Start at the Accepted Part

RobCo Alfie makes task variability a timely physical AI question. The factory test belongs in exceptions, quality acceptance, and total operating cost.

  • Article
  • Audio

  1. Automotive

    The Model Under the Machine

  2. Physical AI

    When the Drawing Becomes the Robot Program

  3. Automotive

    How QNX Works and Why It Is Difficult to Replicate

  4. Executive Briefings

    NVIDIA Is Building the Operating Layer for Industrial AI

  5. Executive Briefings

    NVIDIA Is Building the Common Stack for Physical AI

Find research by role or decision.

Each pathway leads with curated reading, then everything tagged for it, newest first.

The sections

Seven standing sections, each with a job.

Every post lands in one of these. Together they track the same transformation from seven angles, the market, the machine, the plant, the model, the body it moves, the rooms where it is argued, and the infrastructure underneath.

All sections →
01 Executive Briefings Decision-ready intelligence built from real signals across automotive, manufacturing, AI, and technology. Each briefing translates complex industry shifts into clear implications and actions for leaders operating ahead of the market. 14 posts 02 Automotive The forces reshaping vehicles, mobility, and global automotive competition. From software-defined architectures to supply chain shifts, this section tracks the signals that determine who leads and who follows. 38 posts 03 Manufacturing Where AI, robotics, and operational systems redefine how products are built. This section explores the transformation of factories into adaptive, data-driven, and increasingly autonomous environments. 5 posts 04 Artificial Intelligence How artificial intelligence is moving from experimentation to execution across industries. Focused on real deployments, this section examines where AI is creating measurable impact and where it is still falling short. 7 posts 05 Physical AI The shift from digital intelligence to embodied intelligence. This section tracks the signals shaping robotics, autonomous systems, humanoids, sensors, actuators, simulation, edge computing, and the industrial systems that allow AI to perceive, move, and act in the physical world. 21 posts 06 Industry Events/Shows The signals emerging from the rooms where markets, technologies, and strategies are being shaped. This section tracks the conferences, trade shows, summits, and industry gatherings that reveal where automotive, manufacturing, AI, cloud, automation, and physical AI are moving before those shifts become obvious in the market. 4 posts 07 Technology & Cloud The infrastructure layer powering the next era of industrial transformation. From cloud to silicon, this section connects foundational technologies to their strategic implications across industries. 4 posts

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Written by

Shawn Sehy

“I write about the technology transforming automotive and manufacturing, from the executive suite to the plant floor.”

30 years in Tokyo technology: former Japan Consumer Banking CIO at Citi, General Manager at Nissan, and Automotive and Manufacturing solutions architecture lead at AWS.

That is where I learned how capital, manufacturing, and technology actually meet, and it is the lens I bring to every section here.

AutomotiveCloudWatch is where that writing lives: seven sections, published on Substack, plus a monthly newsletter on LinkedIn and the occasional long-form conversation.

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